Flows to fixed income and money markets
Generally a positive picture
In this interview Rasmus Nemmoe, lead portfolio manager of the FSSA Global Emerging Markets Focus strategy, reflects on the last five years of investing in emerging markets
Following the five year anniversary of the FSSA Global Emerging Markets Focus, portfolio manager, Rasmus Nemmoe considers five principles for investing in emerging markets.
Geopolitics has pushed the issue of energy security up the agenda over the past year, compounding an ever-growing consensus for the need to transition away from fossil fuels and towards renewables. Watch this video podcast to learn more.
Innovation is sweeping through
China is the only major economy forecast to grow meaningfully this year, albeit from a low base, and domestic equities are trading at a near record-low valuation relative to the rest of the world